Welcome to the Positions tab! Here, you can define all the roles within your company, along with their corresponding rates.
To reach this page, head on over to your account Settings → Employee Profile → Positions tab.
Add a Position
To get started, click the "Add a Position" button located in the upper right corner of the menu.
When adding a new position, you will be prompted to enter:
Position name
Job description
Branches – you can assign the position to one or more branches. When assigned, the position will only be available to users in those branches. If no branches are selected, the position will be available across all branches.
Pay rate – you can choose to set an hourly rate or a flat rate. To enable flat rate, navigate to Settings → Payroll → General, and toggle the "Flat rate is active" option.
You can also set a bill rate for the position, which determines the business’s hourly rate for a job, as well as a flat rate if applicable.
Compliance – if any employee qualifications are required for the position, you can set them here. For more information, refer to the Setting Up Compliance Monitoring article.
Once you have defined your positions, you can manage them as needed by editing or deleting them. Simply select the position you wish to modify and make the necessary changes.
Interested in bulk adding one position to many workers in a few clicks? Here's How:
Navigate to the Employee Profile in Settings
Go to the 'Positions' tab (1) and click on the 'Add Position' button located at the top right corner (2).
Enter Position Details
A window will appear where you can enter the position name and rates according to your preference.
Go to the Employees Section
Click on the edit button (2) located under the three dots in the upper left corner (1).
Select Employees
A window will appear in the bottom left corner, allowing you to select 50-200 employees in increments of 50. There is also a selection option available in the top right corner.
Assign Positions
Choose 'Assign Positions to Selected' from the available actions. A window will open where you can choose multiple positions to assign.
Pick multiple positions to be assigned to your employees.
Your employees are now ready to go! All chosen positions have been successfully assigned to the selected employees.
Bill Rates
In order to use bill rates, you’ll have to make sure that you have clients in the Clients Module. This can be found on the main menu on the left side of the screen with a small suitcase icon. To learn more about our Client Module, head over to the Add a Client article.
For Position-specific rates, you can set future rates using our Scheduled Rates 'effective from' field. This powerful feature lets you set future pay rates in advance, keeping your team’s pay and client billing smooth, accurate, and stress-free. For more information, visit the Scheduled Pay Rates article.
It is important to keep your positions up-to-date in order to ensure accurate reporting and efficient management of your team. By using the Positions tab, you can easily add and modify positions as your company evolves and grows!